The Penta Podcast Channel

On this episode of the Macrocast, Tony, John, and Brendan are joined by HPS Partner Matt McDonald to discuss the fallout of a bombshell jobs report, which found the U.S. added 528,000 jobs in July. The quartet also shared their thoughts on the myriad of tax provisions in the Inflation Reduction Act before concluding the episode by talking about Speaker Pelosi's historic trip to Taiwan.Show Notes: HPS Jobs Day Fact Sheet July 2022

On today's Macrocast, Tony, John, and Brendan welcome Howard Schneider, Federal Reserve reporter at Thomson Reuters, to the show. As an expert on all things Fed and monetary policy, Howard breaks down the Fed's latest rate hike and inflation's impact on food consumption. Plus, the group analyzes the concerning PCE and GDP data released this week.Read Howard Schneider's recent piece on food prices and rising hunger here.Find more of Howard's work here.Read HPS' Q2 GDP Fact Sheet here.

On the latest episode of Crypto Convos, Nicole Valentine, FinTech Director of the Center for Financial Markets at the Milken Institute, joins HPS' Bryan DeAngelis and Jonathan Graffeo to discuss the recent crypto meltdown, its impact on legislative and regulatory efforts, and how despite this hit to the industry, "DeFi may be down, but its not out." The group concludes with their projections on what the midterm elections could mean for the fate of crypto legislation. Give it a listen and check out the show notes below! Show Notes: Nicole Valentine on Twitter The Milken Institute's FinTech In Focus Newsletter: July 26 Edition  Subscribe here The Milken Institute's Fintech Policy Tracker Nicole Valentine in Protocol's Braintrust: "What should Michael Barr — the Fed's newest regulator — do first?"

In this special edition of the Macrocast, Tony and John welcome Megan Greene, Harvard Kennedy School Senior Fellow and Kroll Institute Global Chief Economist, to the show. Megan expands on her recent column in the Financial Times, where she makes an important point few pundits have acknowledged: There's not much policymakers outside the Federal Reserve can do about inflation. The group walks through various policy responses to inflation and the supply- and demand-driven forces behind rising prices. Plus, the group discusses energy prices, the methodology for measuring inflation, and more.Read Megan's Financial Times column here.Read the rest of Megan's FT columns here.Read Megan's bio and check out her site here.

Consumers' sentiment about the economy increased for a fourth week in a row, with all five ESI indicators increasing in one session for the first time this year. In this edition of the Macrocast, Tony, John, and Brendan are joined by John Dick of CivicScience to discuss the latest ESI report, which signaled consumers are feeling that rock bottom is behind them despite Fed-policy-driven future uncertainty and pessimistic headlines.  The group also dives into credit card debt and how stable it has remained this year, unlike most summers when it generally rises, and discusses the potential impact labor mobility might have on the housing market.  Read this week's HPS-CivicScience Economic Sentiment Index here.

On this week's episode of the Macrocast, Tony, John, and Brendan discussed a slew of big economic data releases including the 40-year high inflation number, big bank earnings, and China's sluggish growth. The group ends the conversation with a discussion on the EU and the "operatic drama" coming out of Italian politics this week. Tune in!

Nonprofit organizations are facing mounting calls for greater action in response to societal issues, all while juggling international crises, increasing political partisanship, and other difficult trends to navigate. On today's episode of HPS Insights, HPS Partner Bryan DeAngelis sits down with fellow HPS Partner Stacy Kerr and Stephanie Walstrom, a senior director at HPS, to dig into the evolving dynamics of the nonprofit sector and how executives are striking a balance between responsiveness and avoiding 'crisis fatigue.' Stephanie draws from her experience in various nonprofit roles to discuss what defines successful advocacy for nonprofits and foundations and how that has changed in comparison to corporations.  Stacy and Stephanie outline the growing list of marketing and communications challenges facing nonprofits and foundations, from building diverse coalitions to stakeholder management. Stephanie gives examples of how nonprofits can improve responsiveness while still remaining relevant and true to their core values when addressing expectations of responsibility in social services. The group also dives into the evolving role of nonprofits and how these companies exercise their influence without the same external presence as larger companies.  You can find all of HPS' original podcast content on Apple Music or Spotify, and follow us on Twitter at @HPSInsight for more updates.

Microchips are used in everything from computers and phones to cars and smart home appliances. While COVID-related chip shortages have recently shown signs of easing, the supply squeeze has left lasting questions about the resilience of global supply chains, the yearslong shift of leading-edge manufacturing capabilities from the U.S. to East Asia, and what role industrial policy should play in beefing up U.S. production capacity.  On today's episode of HPS Insights, Host Bryan DeAngelis sits down with Oliver Edelmann, a director at HPS, and Kushal Modi, an associate at HPS, to get their thoughts on semiconductor supply chains and congressional efforts to boost domestic chip production.  Oliver and Kushal begin by outlining the current state of the industry, from increasing demand for chips to rising production costs and the complexity of global chip supply chains.  The group then discusses the United States Innovation and Competition Act, which includes significant funding for domestic semiconductor production under the CHIPS Act, and the effects of U.S. sanctions on China's efforts to become a global leader in semiconductors.

In this week's Macrocast, guest Ed de Minckwitz, partner at Flint Global, joins the group for a discussion on the shakeup at Downing Street, today's jobs report, and more. Ed, Tony, Bryan, and Brendan break down former Prime Minister Boris Johnson's resignation this week and predict what lies ahead for UK politics. Plus, Bryan walks through the jobs data and finds good signs for a soft landing. Read more about Ed de Minckwitz and Flint Global here. Read HPS' Jobs Day fact sheet here.

On today's Macrocast, Tony and Brendan are joined by guest Matt Dell Orfano, Founder of Telamonius Ventures, as they take a look at inflation measures like CPI and PPI to tell the story behind the numbers. The group looks at trends in housing, supply chain, and trade to parse where we're headed and what these indices show for both consumers and policymakers.  Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.